Creating a claim

To create a claim in POS:

1. Create a WIP in the normal way.

2. Assign parts for the job.

3. Assign labour for the job.

   Note: You must enter expense and campaign items using standard RTS codes.

4. Invoice the lines to a warranty account with an account type of W, e.g. W9999.

   A window is displayed prompting you to select a Repair record type to identify the category of warranty.

5. Select a repair record type.

   Note: If the work relates to a campaign, select repair record type 02 Recall/ONP.

   The WIP is updated and a claim number allocated.

Related topics:

Claims Maintenance

Transferring claims to Ford GWE